See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,077 | $149,734-83.3% | $118,925-78.9% | $158,922-84.2% |
| Participation rate | 26.3% | 82.1%-55.8pp | 75.4%-49.1pp | 82.0%-55.6pp |
| Annual return | 45.02% | 19.95%+25.1pp | 35.88%+9.1pp | 302.83%-257.8pp |
| Employer contribution / active EE | $891 | $4,115-78.3% | $3,263-72.7% | $4,761-81.3% |
| Participant deferral / active EE | $3,346 | $5,223-35.9% | $4,265-21.5% | $5,982-44.1% |
| Admin fee / account holder | $335 | $8,603-96.1% | $6,581-94.9% | $11,246-97.0% |